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  1. I want to be able to add members manually after an event where they have paid for their membership. Short of having them fill out a form wit

    I want to be able to add members manually after an event where they have paid for their membership. Short of having them fill out a form with all of the required data, is there a way of initiating a membership using just a name and e-mail address, then require the new member to fill out all of the required fields when they first log on?

    1 vote
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  2. Give bundles names, allow bundle admins to manage more than 1 bundle

    Great software btw. We have a need for:
    1) bundles to be able to be given a name, 2) a bundle administrator under a membership category to manage more than one bundle and that bundle administrator to be able to shift bundle members from one bundle to another.

    1 vote
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  3. Print additional member xsrd

    Printing membership card for the additional household member in the members profile. Unable to do this function and for now have to manually change main member name-print-then change back.

    1 vote
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  4. Checklist

    It would be great if there was a checklist version of the member list for meetings. When we print the list it has sensitive financial information we do not want showing when people are checking in.

    1 vote
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  5. increasing member level invoice detail (transparency)

    Currently member invoices have one fixed price, in our scenario the total sum due is made up from 5 components which can vary from year to year, to get the total price. i.e. gold member = $100 ( $30 sub, $40 levy, $5 levy, $5 levy, $20 levy ). levies are all mandatory.

    Rather than use the work around of extra membership charges via membership fields, I feel this (1) should be included within the membership level editor? (2) I don't believe it is very robust and have concerns re retrospectively activating this and it not working?

    The final invoice…

    1 vote
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  6. Improve Member Summary Data

    The member summary list provides very misleading data during the membership renewal period. I know there is a lapse option but we tend to use it as our last resort email a couple of months after the initial request for renewal. During that time the "Active" and "Total" figures are very misleading and can only be accurately quantified by an excel export and pivot table.

    1 vote
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  7. Setting limit on renewals

    We have some life membership levels where people can choose to pay in full or pay monthly for a year. It would be nice to be able to have an option to limit payments for 12 renewal periods

    1 vote
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  8. expiration

    Allow 0 in the "Limit renewal to within --- days of expiration" field in the renewal policy of a membership level. Currently, the field allows positive integers only. The minimum value it accepts is 1. which allows members to renew 1 day before the membership expiry date. My organization does not want that.

    1 vote
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  9. Bundle Member display info

    When the linked members are displayed on the bundle admins profile, it woul dbe really helpful if we could edit what is displayed on the third column i.e. First & Last Names and email instead of phone or something else. Right now, those columns are not editable.

    1 vote
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  10. Bundle member information add

    When a bundle admin is adding the individual members to his/her bundle, it would be great if they only added the common fields and the membership related data is automatically copied from the admins record to the new member. This way the mandatory membership fields will only have to be filled in once and not every time a bundle member is added.

    1 vote
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  11. Member Profile - Common Fields - Hide email and phone from public view

    It would be great to mask the email and phone on your public profile. For instance, the Customizable Common Fields in the Administrative Settings allows you to hide from the email and phone fields. However, this page will still show the email and phone regardless of the settings. I would propose having the Email allow a member to send that person a message to their email through the website, but not be able to actually see their email address. In addition, the phone number probably should at least be masked so all the thousands of spider bots that comb web…

    1 vote
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  12. custom member emails for each level

    custom member emails for each level.
    We like to provide our Members with their benefits, right in the activation email. Since they change from level to level, I would love the feature to set up different Welcome mails (activation) to each level.

    1 vote
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  13. Membership roster dual

    When the Dual membership option is used for registration, only the name of one of the members Is listed when a member roster search is conducted on the website.
    We need to be able to find both member names when searching the web site ( while keeping only 1 newsletter and family address).
    Can another field be Created so the other member can be accessed directly from the roster list (right now for example, the wives names cannot be found on dual memberships unless you know it is a dual member and click on that field for the male member). …

    1 vote
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  14. Changes to bundles needed!

    I called and spoke to technical support about the bundle option. I have several agencies that I would love to setup using the bundle however, it seems the bundle can only be programmed as a set dollar amount. That is totally useless for organizations that have annual dues for members. We want to be able to give an agency the ability to add employees to their bundle and delete them when an employee leaves but they would need to pay the annual dues for each person as they add them instead of having a set number which they may or…

    2 votes
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  15. Signed waiver form for New Applications and Renewals

    Make feature for mandatory waiver to be signed and sent to administrator upon new member application and renewals.

    1 vote
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  16. 3 votes
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  17. export sort flexibility

    When i bring up our "member list", all members are alphabetized by last name. When I export that list, it is sorted by member id #. There should be an option when i select the fields i need to choose how to sort the export ....i.e., i really want it sorted by last name.

    1 vote
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  18. Preformatted phone number

    When people enter their own profile information the format can vary. I suggest that you auto format the phone number like a cell phone does.

    Our Association has a fixed membership year. I have set up advanced search criteria to show how many people have renewed their membership before the year end. This statistic on the dashboard would beuseful.

    2 votes
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  19. Level change

    Member should be able to change level even after Renewal due date issues invoice at current level.

    1 vote
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  20. Member level change while in Pending-Renewal Status

    Please make it possible for a member in Pending-Renewal status to change their membership level. Dues collection can go on for several months and often members are in this category when they finally pay. Would be helpful if they can make the same level changes here as they can do in Lapsed or Active status. Thanks!

    3 votes
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